DON’T JUST PLAN TO GROW YOUR WEALTH, plan to Thrive!
No matter what stage of life you are at, whether it’s taking your first steps toward building wealth for the future or counting down your final days until retirement, quality financial planning advice is key to achieving your lifestyle goals.
Thrive Plan are a team of experienced financial planners who strive to gain a solid understanding of your personal situation to allow them to provide you with a personalised financial plan.
Thrive Plan has grown from its partner accounting firm Thrive Advice, which has a long history in the central west. They are locals who know Orange, know the industry, and know what needs to be done to build the wealth you deserve.
“We aim to help individuals and families on their journey to financial security,” said Financial Adviser, Andrew Miller.
“We help people identify the path to achieve their financial and lifestyle goals, identify where they are on that journey and then build from there. It could be someone who is just starting out and needs to ensure they have all the foundations in place, or it could be retirement planning for those nearing the end of their working careers.”
Thrive Plan covers a variety of bases such as investing, personal insurance, superannuation, social security and retirement planning.
Andrew emphasised that Thrive “does not pigeonhole their clients” and instead takes a personalised approach to each situation.
“We look at where our clients are currently at and how they got there. Getting this picture helps us understand their personalities and preferences. Helping us ensure we tailor our service to them,” he said.
Kim Bryant, a senior financial planner with more than 25 years in the industry explains: “One of the investment philosophies we talk about is ‘Exciting life, boring money… and not the other way around’, which is about letting us manage the money for you, so you can live an exciting life and don’t have to worry about the boring stuff (Thrive does that for you).”
This, of course, comes down to trust. And building trust with clients is a key part of the Thrive business philosophy.
“Here at Thrive we build trust with our clients and aim to foster strong relationships,” said Andrew.
“We look out for our clients over the long term - we want to make sure our clients are successful for many, many years.”
Thrive wants clients to feel comfortable picking up the phone whenever they have a concern or question. They are there to make you feel confident in your financial circumstances and comfortable with the wealth-creation journey you are on.
Thrive Plan offers a range of service packages that can be adapted to your specific needs and preference.
Candice Ralston, Thrive’s practice manager, said: “We are big on being up-front about our fees and what services we will provide you – there will be no nasty surprises.”
Thrive does not charge based on investment performance nor based on the value of your assets (e.g. your home, income, business value etc.) – it is a fixed fee based on the strategies and service the adviser provides to you.
Thrive Plan can be your one-stop shop for everything superannuation, retirement planning, personal life insurance and investing.
If you are ready to find out how Thrive Plan can help you achieve your goals, contact the team today on 6362 8255 to arrange an appointment and start building the lifestyle that you want for yourself and your family.